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What are your Outreach.io best practices?

I am a fresh Outreach user, and will be using the tool for sales engagement and the like. Does somebody have any suggestions for nice sequences and approaches with that?

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    • 3
      Profile picture of Nicole Sterkel
      @nicolesterkel
      ( 1.2k POINTS )
      2 years, 3 months ago

      Outreach is a great tool! Would definitely recommend scanning through Outreach University; they also have some basic sequences that you can plug your messaging into. As with any automation tool, I’d recommend taking it easy when you first start sequencing people. It’s easy when there are auto tasks, but manual tasks can sure pile up if you’re throwing 100 people a day into a cadence. I’m a big fan of social selling, and they have unique LinkedIn tasks based on the type of touch on top of your typical email and call tasks, so leverage that! Good luck!

      • 0
        Profile picture of Alberto Colautti
        @albertocolautti
        ( 945 POINTS )
        2 years, 3 months ago

        Thanks @nicolesterkel! I’ll definitely go easy on the automated part especially as a newbie to the tool. I want it to be a support to streamline and scale personalisation, not to do my job for me. Anyways I’ll keep you posted here on how it will go!

    • 2
      Profile picture of Dherleikson
      @dherleikson
      ( 255 POINTS )
      2 years, 3 months ago

      Hey Alberto!

      There are some great suggestions here. I’d also suggest checking out the Blueprint section when you go to create a new Sequence. These are based on best-practices we’ve seen across (what you can imagine) is a TON of Sequences. The first step will include instructions that describe how to put it to work best for the team. Additionally, a favorite blog article of mine helps plant great seeds on how best to think about sequences: https://www.outreach.io/blog/create-outbound-sales-sequences-that-kick-ass-and-convert

      Darin @ Outreach

      • 0
        Profile picture of Alberto Colautti
        @albertocolautti
        ( 945 POINTS )
        2 years, 3 months ago

        Hi Darin,

        thanks for the recommendations! I’ll definitely have a look as I am a big fan of the tool already, and want to make the most out of it. I strongly believe I will take my engagement game to the next level, if used correctly. Keep you posted!

    • 1
      Profile picture of Colin Campbell
      @colin-campbell
      ( 14k POINTS )
      2 years, 3 months ago

      @scott-barker did a webinar with @becc-holland on this not too long ago. (It looks long, but a good chunk of the end is just Q&A).

      • 1
        Profile picture of Alberto Colautti
        @albertocolautti
        ( 945 POINTS )
        2 years, 3 months ago

        This is definitely something valuable @colin-campbell! I’ll take some time to dig into this and take notes. I’ve been following Becc for a while and if there is someone who’s killing the outbound personalisation is her.

    • 1
      Profile picture of Macky Bradley
      @mackybradley
      ( 16k POINTS )
      2 years, 3 months ago

      Hey @albertocolautti Alberto!
      Congratulations! I saw a demo of this by Manny Medina CEO of Outreach. I advised him to hire me (hint hint Manny)
      As soon as he does and I have some pointers, I will call you up.
      No seriously, they sound like they have some great internal resources to get you up to speed.
      Otherwise, if you can wait, I will reach out!

      Cheers! Hope you are well!

      Macky

    • 1
      Profile picture of Jake Dunlap
      @jakedunlap
      ( 675 POINTS )
      2 years, 3 months ago

      @albertocolautti Molly Mitchell did a great job walking the Sales Engagement Masters audience through sequence building within the tool. Worth a watch for sure.

      • 0
        Profile picture of Alberto Colautti
        @albertocolautti
        ( 945 POINTS )
        2 years ago

        Thanks @jakedunlap, I had quite of a hectic end of the quarter but I’m planning to set aside some time to learn now that August kicks in! Cheers for the material

    • 1
      Profile picture of Colin Campbell
      @colin-campbell
      ( 14k POINTS )
      6 months, 1 week ago

      Just found this post from an Outreach customer – less about sequences and more about change management, adoption and setting up the instance/organization for overall success, but a good write up with detail on:

      Adding in all of your content before you go live
      Tagging everything
      Controlling the messaging
      Setting reps up for success
      Being transparent
      Being patient
      Getting everyone on board

      https://www.outreach.io/blog/how-to-implement-outreach

    • 0
      Profile picture of Vitaly Kan
      @imvitalykan
      ( 210 POINTS )
      5 months, 1 week ago

      – The Agoge Sequence – https://www.linkedin.com/pulse/writing-copy-closers-blueprint-2x-response-rates-sam-nelson/
      – Tips for Kick-Ass Sequences – https://www.outreach.io/blog/timeless-tips-for-kick-ass-sales-sequences
      – How to keep your content organized – https://support.outreach.io/hc/en-us/articles/360046030233-Strategy-Spotlight-Marie-Kondo-Your-Sales-Team-s-Content

      Tips for users:
      1. Systematize your outreach: if you want to reach 100 people a week, don’t enroll all of them at once. Do 20 per day.
      2. When calling, leverage Time Zone and Local Time features on Outreach. You can set up a smart view in tasks with these filters.
      3. If you want to enroll a target group of prospects, use Salesforce lists instead of Outreach. SF has way more advanced list features and you can import all of them directly.

      Also, leverage rulesets and triggers for automation.

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